Broker Check

Brokerage Accounts & Mutual Funds

Mr. Greer through Calton & Associates, Inc., a Member of FINRA & SIPC, provides clients with the following products:

Brokerage Accounts – National Financial Services, LLC, a NYSE member

Commission Based Accounts which may include:

  • Stocks
  • Bonds
  • Options
  • Mutual Funds
  • Alternative Investments including 1031 Exchanges

Mutual Fund Accounts held at the fund company

  • Individual Accounts
  • Retirement Accounts
  • College Savings 529 Accounts

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